WGCVX Mutual Fund

WGCVX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+1.07%
3 Months
+15.86%
6 Months
+14.46%
YTD
+14.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGCVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC World Small Cap (Net) Index(MSLUAWON)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+18.52%
vs Peers
-4.41%

WGCVX Mutual Fund Performance

WGCVX performance across multiple time periods: 1-month 1.07%, YTD 14.11%.

WGCVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

WGCVX performance comparison shows side-by-side returns with another fund. WGCVX alternatives are available in the Mutual Fund Screener.